🎧 Europe is waking up to the TTF speculation problem
Welcome back to Energy Flux: On Air, the interactive podcast that delves into world of European natural gas and global LNG markets.The main story featured in this week’s show is:* Italy calls for EU investigation into speculation on TTF inflating gas prices (Montel News, QualEnergia)In response to reader questions, I discussed:* The EU Commission’s draft plan to consider US LNG equity investments to ward off Trump trade war (Politico)* The impact of Trump’s incoming 25% steel tariff on US LNG projects* Outlook for prices during the LNG ‘glut’ and potential for demand response from Asian buyers* The excess LNG problem: Japan’s LNG buyers are over-contracted (IEEFA)I also referenced the following Energy Flux articles:* Gas, carbon and the geopolitical web (link)* Sizing up the LNG glut (part one and two)Happy listening!— SebP.S. If you want to ask a question or make a comment for the next episode, send me a message. I prioritise Q&A requests from paying subscribers 😇 Get full access to Energy Flux at energyflux.substack.com/subscribe